Engagement Partner

Posted Yesterday
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Hiring Remotely in United States
Remote
Senior level
Software
The Role
Leads professional services engagements and client accounts, ensuring projects meet scope, schedule, budget, quality, margin, and KPI targets. Manages SOWs, P&L, change orders, reporting, invoicing, risks, and PMO standards. Builds executive client relationships, identifies and closes account expansion opportunities, supports sales pursuits, and coordinates cross-functional delivery teams. Requires strong consulting, program management, financial management, business development, and client relationship leadership, including Oracle Energy & Water implementation experience.
Summary Generated by Built In

Engagement Partner 

Job Title: 

Engagement Partner 

Reports To: 

Vice President, Client Services 

Department: 

Client Services 

Location: 

Remote 

FLSA Status: 

Exempt 

Employment Type: 

Full-Time 

Position Summary 

The Director, Client Services, is a professional services leader responsible for the successful delivery of assigned accounts, programs, and projects across Red Clay's Delivery Practice. This role ensures engagements are completed on time, within budget, and to a standard of quality that drives client satisfaction and reference-ability. Serving as an Engagement Partner for identified client accounts, the Director partners with peer leaders and domain experts to sustain and expand long-term client relationships. In coordination with Executive Leadership, this role supports profitable, scalable growth through consistent delivery excellence and may contribute to business development efforts in support of net new client pursuits. 

Essential Duties & Responsibilities 

The following duties are representative of the work performed in this role. Other duties may be assigned as business needs to evolve. 

Account/Project Performance and Operational Excellence 

  • Own and deliver assigned projects to successful completion, ensuring adherence to the approved baseline, budget, schedule, scope, as sold margin, and all defined project KPIs 

  • Supports the evolution, standardization, adoption, and efficiencies across the PMO organization 

  • Knowledgeable of other methodology and implementation options in the industry, and able to support clients on the selection and implementation of those 

  • Responsible for the Statements of Work, P&L, Change orders, project reporting, accuracy of KPIs, and invoice collections across assigned projects 

  • Holds teams accountable for delivering operational excellence as it relates to timesheets, expenses, invoicing, and accuracy of reporting 

  • Clear understanding of company financial models, pricing sheets, revenue, and margin goals 

  • Enforce operating standards, methodologies, and best practices for delivery 

  • Proactively monitor performance of assigned engagements and take action to protect project profit margins, outcomes, and client relationships 

  • Inform and collaborate with the Delivery Executive for assigned engagements to ensure escalation, key decisions, and risks are communicated and handled appropriately 

  • Improve project profit margins through standardization, documentation, creation of new collateral, reuse of assets, and operational discipline 

  • Adopt Reddy AI agents and other proprietary tools to enhance service quality and delivery efficiency as applicable to assigned projects 

  • Collaborate with the PMO to facilitate continuous improvement opportunities and standardization across the management of Advisory and Implementation projects 

  • Presents and participates at industry events to showcase Red Clay's brand of Delivery excellence 

Business Development – Sales Support 

  • Participate in key sales pursuits, oral demonstrations, and executive presentations as assigned 

Business Development – Account Expansion 

  • Serve as an Account Owner/Engagement Partner for identified client accounts, driving account expansion by growing sold revenue (“bookings”) and realizing that revenue at or above agreed-upon targets 

  • Interact with clients at the executive level and carry the perception of a leader across all levels of the client's organization 

  • Understand the needs, roadmaps, challenges, and success opportunities for identified client accounts and position Red Clay as the preferred provider by connecting client needs to Red Clay's service offerings across practices and domains 

  • Identify, qualify, and secure account expansion opportunities utilizing tools such as CRM and Kantata, as well as established Account Owner processes 

  • Design and lead the contracting and negotiation process in a manner favorable to Red Clay's intended outcomes with the support of Practice leadership 

  • Ensure all account expansion opportunities are aligned with capabilities, capacity, project profit margin targets, and corporate objectives by partnering and confirming with Practice Leadership 

  • Maintain relationships with senior client executives within identified accounts to support long-term, multi-domain growth 

Required Qualifications 

  • Bachelor's degree in Business, Management, or related field; equivalent professional experience considered 

  • 8+ years of professional services or consulting experience, including program/project management and client account ownership 

  • Demonstrated ability to manage complex, multi-workstream engagements on time and on budget with measurable client outcomes 

  • Strong command of project financial management including P&L, margin analysis, SOW development, and change order management 

  • Proven ability to build executive-level client relationships and drive account expansion, including identifying, qualifying, and closing growth opportunities 

Preferred Qualifications 

  • PMP, PgMP, or equivalent project/program management certification 

  • Experience in a Director or equivalent leadership role within a consulting or advisory firm 

  • Familiarity with PSA/project management tools such as Kantata and CRM platforms; experience with AI-enabled delivery tools a plus 

Core Competencies 

  • Ability to lead complex Program/Project engagements with on-time, on-budget, high-quality outcomes 

  • Command of project financial management paired with experience supporting sales and driving account expansion 

  • Ability to build and maintain executive-level client relationships that drive satisfaction and account expansion 

  • Ability to partner effectively across practices, functions, and leadership levels 

  • Clear, confident communication with the ability to influence stakeholders and present to clients 

  • Oracle Energy & Water Program implementation experience 

  • Business Development background & Sales methodology experience  

Success Characteristics 

Client Relationship Mastery 

A successful Director, Client Services builds and sustains trusted advisor relationships with senior client stakeholders. They anticipate client needs before they are voiced, navigate complex organizational dynamics with ease, and consistently deliver commitments in ways that deepen loyalty and expand engagement. 

Strategic Business Development Mindset 

Success means identifying whitespace opportunities, connecting client challenges to practice capabilities, and actively contributing to pipeline development and proposal efforts. They think like a business owner, not just a service manager. 

Delivery Excellence & Accountability 

They hold themselves and their teams to high delivery standards. A successful director ensures engagements are scoped clearly, staffed appropriately, and executed with quality and efficiency. They course-correct proactively when engagements drift and protect both client outcomes and firm margins. 

Cross-Functional Collaboration 

They work fluidly across practice areas, operations, and leadership. They break down silos, connect dots between teams, and rally internal resources in service of client success — without needing formal authority to get things done. 

Operational & Commercial Acumen 

They understand the business of consulting utilization, margins, SOW management, and revenue recognition. They use tools like Kantata and CRM platforms fluently to keep delivery and business development data clean, current, and actionable. 

Adaptive Communication 

They flex their communication style for the audience, executive briefings, client workshops, internal stakeholders, or at-risk conversations. They are clear, credible, and composed, even in high-stakes situations. 

Outcomes Orientation 

They define success in terms of measurable client impact, not just activity. They set clear KPIs, track progress rigorously, and hold the line on scope in ways that protect value for both the client and the firm. 

Resilience & Composure Under Pressure 

Consulting engagements rarely go exactly to plan. A successful director stays steady when things get complicated, resourceful, solution-focused, and calm in moments that would unsettle a less seasoned leader. 

Integrity & Professional Credibility 

They show up consistently, follow through, and tell clients the truth. 

Work Environment & Physical Requirements 

This role operates primarily in a professional remote environment. The position requires the ability to work at a computer for extended periods and may involve travel to client sites, industry events, and Red Clay office locations as needed. Some evening or weekend availability may be required during critical project phases or business development activities. 

Equal Employment Opportunity Statement 

RCC Global LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, genetic information, or any other characteristic protected by applicable federal, state, or local law. We are committed to building a diverse and inclusive workplace where every team member feels valued and respected. 

Americans with Disabilities Act (ADA) Statement 

RCC Global LLC is committed to providing reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws. If you require a reasonable accommodation to participate in any part of the hiring process or to perform the essential functions of this position, please contact Human Resources to request an accommodation. This job description is intended to describe the general nature and level of work being performed and is not a comprehensive list of all activities, duties, or responsibilities that may be required. 

Skills Required

  • Bachelor’s degree in Business, Management, or a related field, or equivalent professional experience
  • 8+ years of professional services or consulting experience, including program or project management and client account ownership
  • Experience managing complex, multi-workstream engagements on time and on budget with measurable client outcomes
  • Strong project financial management skills, including P&L, margin analysis, SOW development, and change order management
  • Ability to build executive-level client relationships and drive account expansion, including identifying, qualifying, and closing growth opportunities
  • Oracle Energy & Water program implementation experience
  • Business development background and sales methodology experience
  • PMP, PgMP, or equivalent project or program management certification
  • Director-level or equivalent leadership experience within a consulting or advisory firm
  • Familiarity with PSA or project management tools such as Kantata and CRM platforms
  • Experience with AI-enabled delivery tools
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The Company
HQ: Atlanta, Georgia
229 Employees
Year Founded: 2001

What We Do

Red Clay Consulting has provided systems integration services to the utilities industry since its inception in 2001 and has implemented Oracle Utilities products since its partnership with LODESTAR Corporation in 2006. As a certified Oracle Gold Partner with an OPN Specialization for MDM 2 and SGG2, Red Clay Consulting provides a cost-effective opportunity to collaborate with a trusted and valued Oracle Utilities implementation and system integration partner. In addition to this esteemed certification, the Red Clay team delivers the deepest experience in the industry with Oracle Utilities and supports this competency with robust technical integration skills.

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